クリエイティブな才能を開花させよう

CElmgren · ‎11 3, 2021

Currently the business card scanner only has fields to enter contact properties when you scan a card (name, cell phone, email, title). However, it does not capture the company properties from the card such as company name, direct phone number, and company address. This has to be done manually after, somewhat defeating the purpose of the scanner. It would be awesome if you could enter both, and then if Hubspot detects that that company name already exists in Hubspot, you could tag the contact to the existing company instead. Even if you can't tag it to the existing company, being able to read and enter those fields would be awesome!

CCrompton · ‎11 3, 2021

Many of my contacts have secondary email addresses under the primary address. I assumed that when I do a filtered search for specific email addresss, it would match to any email address in this field, but apparently it only matches to the primary address. Please update the filtering to look within any email address stored within the Email property.

ChrisLuka · ‎11 3, 2021

As the guy that manages our list imports, one of my jobs involves going into our mobile app database and pulling down all new users from the day before and uploading them into HubSpot as marketing contacts. I've got the process almost entirely automated, except for the actual import. There, I have to click through all of the import steps one by one, every day. Other software I've used in the past has had the ability to save an import template that binds columns in the CSV to fields in the database, and then just drop the CSV into a folder via FTP, where it was picked up, processed and imported. I'd love to see this feature in HubSpot. It would save me tons of time.

DevonB · ‎11 3, 2021

We often have multiple contacts in each company and I put my tasks on the CONTACT not the company. Instead of having to go back to the company record everytime to see if there has been outreach, it would nice to see a message bar, or some kind of notification to know if other contacts have been touched or are in sequence, or the total touches in the last 30 days (or whichever relevant timeframe).

shulcher · ‎11 3, 2021

We would like to "alert" our team if a contact/company is in our top tier of customers. If we could take our "property" and have it color code the contact record in some sort of side bar even just the background it would help our support dept who works the telephones to quickly identify those clients when they call/email --

YiRui_Chua · ‎11 3, 2021

Hi team! Sometimes, a contact might have many email logged on their activity record. Would be nice if we can star or flag specific email threads so that they will be at the top and the contact owner will know there's a pending reply. Thank you!

nosmasino · ‎11 2, 2021

The company property "industry" is currently a default property by Hubspot. It is automatically populated when contact lists are imported. However this "industry" property does not appear in the left contacts panel view because it's not a contacts property. This means you have to navigate to company view to see the industry of a contact or create your own custom contact property "industry" then populate the values maually. Industry is a key associated property to a contact. We need a simple workaround for those that want to quickly filter their contacts based on the company property industry.

Courtney_Clark · ‎11 2, 2021

Our sales team does not have access to lists and some are contact owners while others are second owners (a property we created if there are two owners). Right now when they are in "Contacts" they can filter to see contacts they are contact owners for, but cannot filter Contact Owner is _____ OR Second Owner is ___________. Right now the Contact page only offers the AND function. I would like HubSpot to add the OR function so it'll be easier for our team to filter contacts and they'll have more versatility for filtering things.

FSchmitt · ‎11 2, 2021

Hi there, We routinely send or answer mails using the inbox feature of hubspot. As soon as we answer an e-mail we get assigned as a contact owner of that contact and while that behaviour might be wanted in a couple of settings, it is a disrupting and frankly annoying behaviour for us. I would very much like an option to disable the autoassignment of contacts. Cheers, Fabian

serlim · ‎11 2, 2021

Hey team It looks like our deal records cannot currently be associated with the child of a parent company. While we recently rolled out a beta to associate a deal with multiple companies, it only supports multiple companies being associated with a deal, and not child companies per se. Use case for this feature: Customer wants to export their deal records with the associated companies (parent company) but cannot pull the child company into the excel. This is because the child company essentially has no association with the deal record. Looking through our Ideas forum, there does seem to have some traction for this function! Looking forward to updates on whether we might develop this 🙂

クリエイティブな才能を開花させよう

Allow the Business Card Scanner to Read Company Properties as well as Contact Properties

Allow contact filter on Email address to find additional emails

Daily User Imports via FTP

"Other contacts have been touched in last 30 days" notification

Allow a property to "color" code the Contact and/or Company record

Ability to "star" or "flag" email thread

Filter contacts view based on company property "industry"

Contacts Filtering on Contacts Page - Add OR

Option to disable autoassignment of contacts on mail sent/answered

Deal records to show parent AND child companies

実装済み

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